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INTU

Name Holding Trade Value Shares
Change 		Change in
Stake
RF
1851
Rossby Financial
Florida
$256K -$153K -232 -37%
CIP
1852
Castlefield Investment Partners
$256K +$255K +386 New
F8IS
1853
Figure 8 Investment Strategies
Idaho
$255K – – –
SSC
1854
Syverson Strege & Co
Iowa
$254K -$32.4K -49 -11%
BHFP
1855
Blom & Howell Financial Planning
California
$254K +$254K +384 New
ES
1856
Eagle Strategies
New York
$253K +$661 +1 +0.3%
5NPW
1857
55 North Private Wealth
Florida
$252K +$252K +381 New
CFG
1858
Carr Financial Group
Massachusetts
$252K +$252K +381 New
PFS
1859
Physicians Financial Services
North Carolina
$252K -$16.5K -25 -6%
EFSCE
1860
Enterprise Financial Services Corp (EFSC)
Missouri
$252K +$43K +65 +21%
PW
1861
PUREfi Wealth
Massachusetts
$251K +$6.61K +10 +3%
BWM
1862
BlackDiamond Wealth Management
New York
$251K +$35.7K +54 +10%
LW
1863
Linscomb Wealth
Texas
$251K -$5.29K -8 -2%
DCM
1864
Dorato Capital Management
Colorado
$251K +$293K +443 New
GEM
1865
Global Endowment Management
North Carolina
$251K -$14.5K -22 -5%
NPT
1866
National Philanthropic Trust
Pennsylvania
$250K -$132K -200 -35%
SC
1867
Seldon Capital
California
$250K – – –
SCA
1868
Sandy Cove Advisors
Massachusetts
$249K +$15.9K +24 +7%
AAMA
1869
Advanced Asset Management Advisors
Ohio
$248K – – –
S
1870
Sunpointe
Missouri
$248K +$33K +50 +15%
LWM
1871
LeConte Wealth Management
Tennessee
$248K +$248K +375 New
PWMA
1872
Pension & Wealth Management Advisors
Massachusetts
$248K +$10.6K +16 +4%
SIC
1873
Samalin Investment Counsel
New York
$248K +$661 +1 +0.3%
MSFS
1874
Main Street Financial Solutions
Pennsylvania
$247K -$139K -211 -36%
BCM
1875
Bayesian Capital Management
New York
$247K +$27.1K +41 +12%
73 74
75
76 77